H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 155,019 shares of DES stock, worth $4.82 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
155,019
Previous 153,752 0.82%
Holding current value
$4.82 Million
Previous $5.28 Million 6.19%
% of portfolio
3.12%
Previous 3.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$31.63 - $35.22 $40,075 - $44,623
1,267 Added 0.82%
155,019 $4.95 Million
Q4 2024

Feb 24, 2025
BUY
$33.7 - $37.69 $16,614 - $18,581
493 Added 0.32%
153,752 $5.28 Million
Q3 2024

Oct 16, 2024
BUY
$30.61 - $34.92 $201,566 - $229,948
6,585 Added 4.49%
153,259 $5.29 Million
Q2 2024

Jul 23, 2024
BUY
$30.34 - $32.53 $104,339 - $111,870
3,439 Added 2.4%
146,674 $4.57 Million
Q1 2024

Apr 23, 2024
SELL
$30.25 - $32.68 $506,566 - $547,259
-16,746 Reduced 10.47%
143,235 $4.68 Million
Q4 2023

Feb 09, 2024
BUY
$26.55 - $32.72 $96,270 - $118,642
3,626 Added 2.32%
159,981 $5.15 Million
Q3 2023

Oct 16, 2023
BUY
$27.79 - $30.65 $10,004 - $11,034
360 Added 0.23%
156,355 $4.41 Million
Q2 2023

Jul 14, 2023
SELL
$26.6 - $29.16 $11,517 - $12,626
-433 Reduced 0.28%
155,995 $4.49 Million
Q1 2023

Apr 14, 2023
BUY
$27.3 - $32.13 $4.27 Million - $5.03 Million
156,428 New
156,428 $4.47 Million

Others Institutions Holding DES

# of Institutions
369
Shares Held
30.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
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More about DES
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